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Disclosery

Enclave Advisors LLC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Enclave Advisors LLC on SCHX, newest first. How the timeline and the estimate are built.

Enclave Advisors LLC held 456,688 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 456,688 shares
    Change vs previous 13F +1,987 shares

    1.75% of the 13F portfolio, value $13,440,329.

    13F-HR 0001754960-26-000518 filed by Enclave Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 454,701 shares
    Change vs previous 13F +1,418 shares

    1.66% of the 13F portfolio, value $11,658,546.

    13F-HR 0001754960-26-000223 filed by Enclave Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 453,283 shares
    Change vs previous 13F -9,587 shares

    1.73% of the 13F portfolio, value $12,197,841.

    13F-HR 0001754960-26-000046 filed by Enclave Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 462,870 shares
    Change vs previous 13F -40,315 shares

    1.86% of the 13F portfolio, value $12,191,988.

    13F-HR 0001754960-25-000665 filed by Enclave Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 503,185 shares
    Change vs previous 13F -12,129 shares

    1.99% of the 13F portfolio, value $12,297,841.

    13F-HR 0001754960-25-000422 filed by Enclave Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 515,314 shares
    Change vs previous 13F +1,602 shares

    1.94% of the 13F portfolio, value $11,378,131.

    13F-HR 0001754960-25-000173 filed by Enclave Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 513,712 shares
    Change vs previous 13F +343,036 shares

    1.96% of the 13F portfolio, value $11,907,839.

    13F-HR 0001754960-25-000041 filed by Enclave Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 170,676 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $11,580,390.

    13F-HR 0001754960-24-000567 filed by Enclave Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).